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The Executor Hub
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A walkthrough in four steps

How The Executor Hub works.

The four things you’ll do with the hub: create it, customize the checklist, post updates, and let the family stay informed without asking. About ten minutes of setup.

~10 minutes total setupFree to try, no credit cardUS probate focus
1Step 1 of 4

Create the estate hub

Sign in with a magic link. Name the estate. You’re in.

Sign in with a magic link sent to your email — no password to remember and nothing to install. Give the estate a name (most people use the decedent’s name, e.g. “Mom’s estate” or “The Smith family estate”), enter the basic details, and you’re in. No credit card to start.

~3 minutes

  • Magic-link sign-in: no passwords to remember
  • No credit card to start
  • You can manage multiple estates from one account
  • Your hub stays open until you close the estate yourself

theexecutorhub.com / app / estates / new

Preview
What you’ll see

Create a new estate

Estate name

The Smith family estate

Decedent name

Patricia Smith

Date of passing

Sept 28, 2025

Your role

Executor
2Step 2 of 4

Build the task checklist

Start from a catalogue of ~150 probate tasks. Archive what doesn’t apply.

The hub ships with a curated catalogue of around 150 estate-administration tasks across 12 categories — from securing the death certificate to closing the final account. Most estates need 30 to 60 of them. Archive the ones that don’t apply (no business? archive that category). Add what matters to your personal to-do list, add notes as the work unfolds, and mark items done as you go.

~5 minutes to triage, hours over weeks to complete

  • 12 categories covering legal, financial, asset, family, and government tasks
  • Add custom tasks if your estate needs something specific
  • Built-in AI explanations on any task (paid plan)
  • Plain-English descriptions on every task — no jargon

theexecutorhub.com / app / estates / tasks

Preview
What you’ll see

Task catalogue

  • General Estate Administration27 tasks
  • Primary Residence Tasks24 tasks
  • Rental Property Tasks22 tasks
  • Retirement Accounts & Financial Assets12 tasks
  • Debts and Liabilities11 tasks
  • Personal Property9 tasks

Six of twelve categories shown

3Step 3 of 4

Post updates the family sees

Write once. The whole family gets it, the same hour.

When there’s news to share — the probate filing is in, the court hearing is set, the bank meeting is scheduled — write a short update. Every family member you’ve invited receives it by email and can read it later on a private timeline. You stop being the bottleneck. Calls and texts drop dramatically.

~2 minutes per update, written when there’s actual news

  • Email goes to every invited family member at the same time
  • Same update appears on a private read-only timeline
  • No fixed schedule — post when there’s actually news
  • Family members can’t reply through the system; they reply directly to you

theexecutorhub.com / app / estates / updates

Preview
What you’ll see
From John SmithPosted April 14 · 5 recipients

The probate filing is in

The probate filing went through on Monday. The court hearing is scheduled for the 23rd. Bank accounts are frozen as expected — we’ll have access once letters testamentary are issued, probably late this month. No action needed from anyone right now.

Delivered to inbox + family timeline
4Step 4 of 4

Family stays informed automatically

A private read-only timeline. No accounts, no apps, no logins.

Invite the people you want kept in the loop — siblings, the lawyer, anyone else who needs to know. Each one gets a private link by email. They click it and see a chronological timeline of every update you’ve posted. They can’t change anything; they don’t see the task list or any financial detail; they don’t need to create an account.

Ongoing — updates flow as you post them

  • Magic-link access — no passwords for family members
  • Read-only: they see updates only, nothing else
  • Family invites unlock with the paid plan; unlimited members
  • Add or remove family members at any time

theexecutorhub.com / family / smith-estate

Preview
What you’ll see

Timeline (what the family sees)

  1. Estate created

    Sept 30

  2. Death certificates secured

    Oct 12

  3. Probate filing submitted

    Oct 19

  4. Awaiting court hearing

    Scheduled Apr 23

  5. Notify Social Security

    Up next

Honest about scope

A few things The Executor Hub is not.

Being clear about what isn’t in the box saves everyone some surprise later.

  • Not a probate attorney

    We don’t give legal advice. Many estates need a probate attorney for the legal side of things, and we recommend hiring one for anything contested or complex.

  • Not an accounting tool

    We don’t track ledgers or estate finances in detail. Your accountant or estate’s bookkeeper still handles that. We track tasks and family communication.

  • Not for non-US estates

    Tasks, terminology, and guidance are built for US probate law. We don’t serve estates outside the United States.

  • Not a will-storage service

    We don’t store original wills or sensitive documents. The hub is a working space for tasks and updates, not a vault.

Ready to set up the first estate?

No credit card to start. The catalog and to-do list are free; upgrade when you’re ready to bring family in.

Start your free checklistSee pricing